A fundamental condition that I always encountered when gathering workflow requirement is to get the user's manager approval, a tedious amount of coding to connect to active directory retrieve user profile information, get his manager login name, pass it as a parameter to the workflow, create a custom task for the manager with a notification.
SharePoint 2010 Designer to the rescue, you can do all the above in 15 clicks, with ZERO code involved. Just by doing the following:
9. Provide the choices values, and hit Finish
16. Specify the data source as workflow Context, the Field source is the Workflow "Current User" , and Return Field as "Login Name". Click OK, OK and OK.
17. The Action should be looking like this now.
Voila, Now you have your custom task that will be sent to the user's manager with a notification in his task list.
@Ron - The user profile holds the attributes of the OUs in the AD, so if you want to look up for something in the AD such as department name or Manager name or a title, we will use the user profile.
@7ogait - hope it worked for you by now.
The user profile service isn't part of SharePoint Foundation so this solution only works with SharePoint Server Standard or Enterprise.
I did what is mentioned here. when i check the tasks i see that the assigned to field of the task is null why ?
Shouldn't bee the manager name ?
custom user profile properties are not comming Field from source,Please help us how do we get custom user profile properties
This is great. How do I add/sub the vacation days to to an exel file.
I encounter this problem where i have to get approval from different manager from different department.There is drop-down list for user to choose their department.But how to make sure the document is sent to their respective department manager?
That is really great.
However, I have the following questions:
1. Should I grant managers any permissions to be able to approve the task?
2. How can I associate the workflow to a list and make it work automatically?
Does anybody know how to do a lookup a manager of a selected department? (Not the manager of the current user)
Each time I use this workflow, the item is error occurred .what am i missing ?
and i actived user profile services in central admin SharePoint
plz help me
Very nice post! However, it seems that this solution won't work without AD. Am I right to assume that if there's not Active Directory present, I'm still gonna need to jump all the hoops and code?
IT'S WORKS!! IT'S wORKS!!!! Thank you from the bottom of my heart!... However... Please help me set up the confirmation emails that need to go to the employee that says their time was approved or rejected and same type of email to the manager... I have the emails set up as workflow content:initator and user profiles:Manger.. what am i doing wrong??
I really need an answer to my question. Please help me.
Could you please share your answers for setting the Approval? I am stuck.
When I try to create any sort of todo item or any other task in the workflows section of sharepoint designer I get asterisks around the todo item name (which is unique) when I do a check for errors before attempting to deploy the workflow.
I have tried googling for this issue but cant seem to find a solution. I am obviously missing an important step as im not even able to deploy the workflow but being new to workflows im unsure of what im doing wrong. Please help!
thanks for your article,
In step 13 I don't have user profile in data source ,what should I do?